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Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to American Institute of Physics.

Gift of Stock and Bonds

Stocks/Bonds

AIP

Benefits of gifts of stocks and bonds

Avoid paying capital gains tax on the sale of appreciated stock

Receive a charitable income tax deduction

Further our mission today

How to make a gift of stocks and bonds

By electronic transfer - Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to American Institute of Physics.

By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Contact us

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.

The American Institute of Physics is a 501(c)(3) not-for-profit corporation with a mission to advance and diffuse the knowledge of physics and related fields of science and engineering and its applications to human welfare. We are committed to the preservation of physics for future generations, the success of physics students both in the classroom and professionally, and the promotion of a more scientifically literate society. Your gift today directly impacts the success of our programs.